We need to be able to add leads to a campaign, make a note, or send an email from the tasks screen
Another example: Send lead a video on market trends. It would be great if you could select ALL leads assigned this task and send a bulk email from the task screen. Right now I need to go into each profile and send them one of my saved videos. It's...
As a Brokerkit user, I’d like to build tasks that can include similar functionalities to building an email including: Insert/Edit Image Inset/Edit Link (hyperlink) This would apply to manually created tasks in the contact profile or via campaign
Brokerkit Product Management
about 2002 years ago
in Tasks
0